Private Client Tax Manager – Bristol

Overview

In this role you will manage a high-quality portfolio of high-net-worth clients, delivering tax compliance and advisory services. You will work closely with Partners and Directors to support UK and international tax matters, including trusts and estates, with a focus on growth and client relationships. The position offers leadership opportunities, ongoing technical training, and a collaborative environment within a respected firm.

Pay / Benefits

• Hybrid and flexible working
• Competitive salary and benefits
• Ongoing technical training and professional development
• Leadership and mentoring opportunities
• Clear career progression
• Supportive and collaborative team environment

Responsibilities

• Manage a portfolio of HNW individuals, private clients and trusts
• Prepare and review personal tax returns and complex tax computations
• Advise on Income Tax, CGT, IHT and wider private client tax matters
• Support clients with UK residence and international tax issues
• Advise on overseas income, gains and investments
• Assist with cross-border tax planning and double tax relief claims
• Support advice on trusts, estates and succession planning
• Prepare technical reports and written tax advice
• Deal directly with clients, HMRC and professional advisers
• Identify tax planning and advisory opportunities
• Review work and provide guidance to junior team members
• Build strong, long-term client relationships

Key requirements

• Strong experience in UK Private Client Tax in an accountancy or professional services environment
• Strong personal tax compliance and advisory experience
• Experience advising HNW individuals, families and business owners
• Good technical knowledge of IHT, CGT and trusts
• Experience with international or cross-border tax matters advantageous
• Excellent client relationship and communication skills
• Experience reviewing work and supporting junior team members
• Strong organisational and technical skills
• Proactive, commercial and client-focused approach

• Excellent client relationship and communication skills
• Proactive and client-focused mindset
• Strong organisational skills
• IHT
• CGT
• trusts

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